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Customers Bancorp

173 hedge funds and large institutions have $776M invested in Customers Bancorp in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,874% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $38K

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

80% more capital invested

Capital invested by funds: $430M → $776M (+$346M)

16% more funds holding

Funds holding: 149173 (+24)

1.75% more ownership

Funds ownership: 74.73%76.48% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

Holders
173
Holders Change
+24
Holders Change %
+16.11%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
50
Reduced
59
Closed
15
Calls
$2.27M
Puts
$38K
Net Calls
+$2.23M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Denali Advisors
California
$2.1M -$51K -1,940 -3%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.91M -$120K -4,570 -7%
PRCP
53
Pacific Ridge Capital Partners
Oregon
$1.9M
Macquarie Group
54
Macquarie Group
Australia
$1.87M
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.86M -$231K -8,783 -13%
Federated Hermes
56
Federated Hermes
Pennsylvania
$1.81M +$1.5M +56,872 New
BA
57
Bard Associates
Illinois
$1.68M -$30.3K -1,150 -2%
American Century Companies
58
American Century Companies
Missouri
$1.63M +$298K +11,332 +29%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$1.53M +$1.26M +48,041 New
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$1.53M +$1.26M +48,000 New
Grantham, Mayo, Van Otterloo & Co (GMO)
61
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.49M +$1.23M +46,690 New
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$1.48M +$192K +7,305 +19%
CIC
63
Cornercap Investment Counsel
Georgia
$1.47M +$167K +6,339 +16%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$1.44M
BIM
65
Baldwin Investment Management
Pennsylvania
$1.39M -$368K -14,000 -24%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.37M
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.33M +$284K +10,794 +35%
VRS
68
Virginia Retirement Systems
Virginia
$1.29M +$100K +3,800 +10%
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.27M +$596K +22,644 +130%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$1.21M +$311K +11,833 +45%
CCM
71
Corsair Capital Management
New York
$1.17M +$110K +4,173 +13%
Citigroup
72
Citigroup
New York
$1.14M +$324K +12,318 +53%
SAM
73
Shell Asset Management
Netherlands
$1.06M -$5K -190 -0.6%
UBS AM
74
UBS AM
Illinois
$1.05M
AllianceBernstein
75
AllianceBernstein
Tennessee
$993K -$131K -4,960 -14%

CUBI Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2021, worth a combined $776M — up 80% from $430M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CUBI positions and 15 closed out — a net gain of 26 holders — while 50 added to existing stakes and 59 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $17.6M. The largest seller was American Financial Group, cutting an estimated $8.77M.

  • 173 institutional investors held Customers Bancorp (CUBI) as of Q1 2021, up from 149 in Q4 2020.
  • Funds reported $776M of Customers Bancorp stock for Q1 2021, up 80% quarter-over-quarter.
  • 41 funds opened new Customers Bancorp positions in Q1 2021 and 15 closed out, a net change of +26 holders.
  • The largest Customers Bancorp buyer in Q1 2021 was Basswood Capital Management, an estimated $17.6M added.
  • The largest Customers Bancorp seller in Q1 2021 was American Financial Group, an estimated $8.77M sold.

Based on aggregated 13F filings for Q1 2021.